• Learning & Development Analyst, Strategic Services

    Job Locations
    US-CA-San Francisco
  • Overview

    First Republic Bank is looking for a talented, motivated Learning & Development professional with strong experience in the financial services sector to join the Lending Services team. As the Learning & Development Analyst, you will have an exciting opportunity to design, build, implement, and oversee a cohesive Learning & Development (L&D) University and collection of curriculums for the Lending Services Department.  Utilizing your robust corporate training skills and experience, you will build strong relationships throughout the Lending Services business groups in order to continuously and consistently assess L&D needs, identify gaps, and provide/deploy effective and engaging training solutions. You will design and help deliver development and job skills training, both to new hires and existing staff. You will also partner with fellow L&D colleagues, as well as work with a variety of other areas within the Bank, to identify Bank-wide trainings and opportunities for the ongoing development and engagement of our Lending Services staff.


    Additionally, you will:

    • Identify opportunities to optimize and improve training platforms and delivery strategies in order to best meet end user needs.
    • Maintain strong understanding of Lending products and processes in order to keep Lending University materials and content current and accurate.
    • Build and maintain effective relationships with key Lending Services staff to ensure universal standards of training and content delivery throughout the department.
    • Develop and provide systems training as appropriate to front end/back-office staff.
    • Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor.
    • Responsibilities include the following: 1)adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2)adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.


    • Bachelor’s Degree required.
    • Must possess 3-5 years of experience in corporate financial training.
    • 2-3 or more years of experience with Lending Operations preferred.
    • Must possess working knowledge of Microsoft Office Suite.
    • Strong working knowledge of Cornerstone or similar LMS platforms a plus.
    • Strong working knowledge of design platforms such as Camtasia or similar a plus.
    • Must possess strong people, analytical, and process skills.
    • Must possess excellent oral and written communication skills.
    • Must possess the ability to work proactively and operate accurately and efficiently in a fast-paced environment with variable deadlines.
    • Must possess demonstrated organizational skills and a strong attention to detail.


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